Confirm the current official instructions and applicable individual or corporate terms for the actual proposal.
Resolve differences from summaries
An intermediary’s comparison is not the governing framework. Identify the real applicant, payer and family obligations before relying on its figures or promises. Preserve the official program instructions in force when the applicant acts, along with the applicant’s identity, category, family, financial, and payment records.
A first review should identify who the applicant is, who will transfer money, which official payment instruction governs, and what underlying EB-1 or EB-2 evidence must be supplied. Hypothetical example: a professional organ restorer receives an adviser’s spreadsheet stating that a company will “sponsor” a Gold Card payment for two relatives. Before relying on it, the group should obtain the live official terms and determine whether each individual has a separate requirement or eligibility issue.
Keep dated official pages, confirmation records, and proof that the payment reached the designated U.S. official payment channel. Do not treat a wire to an intermediary, a reservation deposit, or an investment subscription as equivalent to the required gift payment.
Family relationship records, passports, and name-change documents should be organized separately for each person. The first review should produce a document index that distinguishes governing instructions from commercial commentary and payment proof from immigration eligibility evidence. Where a company is involved, retain its authorization to make any proposed payment and identify the person whose immigration case is being assessed.
A corporate document does not replace the applicant’s personal records or official eligibility review.